Janney welcomes Financial Advisor Todd Bernstein in Ponte Vedra.
PHILADELPHIA – Janney Montgomery Scott LLC, Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, has announced that Financial Advisor Todd Bernstein will join as First Vice President/Wealth Management in its office located in Ponte Vedra, Florida. He was formerly associated with BB&T Scott & Stringfellow.
“We’re excited to welcome Todd to the team. He’s committed to guiding his clients through each stage of the financial planning process, which in turn helps them better achieve their goals. He will be a strong contributor to Janney,” said Frank Amigo, Senior Vice President and Regional Manager.
Todd has 28 years of experience helping clients through a successful financial planning process. Prior to joining Janney, he served as Financial Advisor and Vice President at BB&T Scott & Stringfellow, in addition to previous positions held at Wells Fargo and Advest, Inc.
Todd received his bachelor’s degree in accounting from Franklin Pierce University. He earned the Accredited Asset Management Specialist (AAMS) designation and holds Series 7, 31, 65, and 63 licenses.
About Janney Montgomery Scott LLC
Janney provides advice to individual, corporate, and institutional clients. Our expertise includes guidance about asset management, corporate and public finance, equity and fixed income investing, equity research, institutional equity and fixed income sales and trading, investment strategy, financial planning, mergers and acquisitions, public and private capital raising, portfolio management, retirement and income planning, and wealth management. Janney is an independently-operated subsidiary of The Penn Mutual Life Insurance Company and is a member of the Financial Industry Regulatory Authority, the New York Stock Exchange, and Securities Investor Protection Corporation. Additional company information is available at www.janney.com.